Files
openclaw/docs/gateway/operator-scopes.md
Peter Steinberger 53dcaaedec feat(gateway): generic operator roles for non-maintainer access (#128548)
* feat(gateway): generic operator roles for non-maintainer access

Adds gateway.roles: named role bundles over a closed capability set —
sessions.others (none/view/suggest/write), an agents allowlist, and an
operator-scope ceiling. Roles are person-level (additive user_profiles.role
column, SQLite stays at v9); users.setRole (admin-only) assigns them. With
no gateway.roles config, behavior is unchanged for solo deployments.

Enforcement is deny-by-default from a host-minted actor identity
(system vs operator+profileId on server-only client.internal, never
accepted from the wire) and covers every entry point: WS RPCs, OpenAI-compat
and Responses HTTP, tools invocation, cron, questions, usage, task
suggestions, session catalog/sharing/reads. The agents allowlist gates both
session creation and run-start on existing sessions. Subagent completion
announce and descendant wake mint explicit system authority so role
boundaries never silently drop parent notifications.

The enforcement surface is expressed through a narrow policy vocabulary
(operatorSessionCap, hasOperatorBoundary, authorizeSessionSharing) rather
than per-handler policy internals.

* fix(gateway): heal PR CI after rebase onto main

- Break import cycles: extract GatewayOperatorRoleActor leaf contract; merge
  session-group-mutation-targets into session-sharing-target-input.
- Split sessions-suggestions.test.ts (max-lines) into a visibility suite.
- Add users.setRole to the 2026.8 train registry test and regenerate the
  Kotlin protocol client.
- Startup UNAVAILABLE gating now precedes session authorization: session
  stores are not loaded during startup, so authorization reads would deny
  with a misleading non-retryable error.
- sessions.assignOwner keeps its documented visibility-authorized contract
  when no operator role caps the caller; view/suggest-capped roles still
  cannot reassign foreign session ownership.
- Test stubs updated for main's socket readyState guard (#128144) and the
  system-authority arg on channel-native resets.

* test(gateway): chat.send pending-profile dispatch carries its required session target

chat.send requires a non-empty sessionKey at the protocol level; the mutation
pipeline now rejects targetless frames before profile-dependent dispatch, so
the pending-profile test must send a realistic frame.
2026-08-24 01:20:03 -07:00

341 lines
19 KiB
Markdown

---
summary: "Operator roles, scopes, and approval-time checks for Gateway clients"
read_when:
- Debugging missing operator scope errors
- Reviewing device or node pairing approvals
- Adding or classifying Gateway RPC methods
title: "Operator scopes"
---
Operator scopes gate what a Gateway client can do after it authenticates.
They are a control-plane guardrail inside one trusted Gateway operator domain,
not hostile multi-tenant isolation. For strong separation between people,
teams, or machines, run separate Gateways under separate OS users or hosts.
Related: [Security](/gateway/security), [Gateway protocol](/gateway/protocol),
[Gateway pairing](/gateway/pairing), [Devices CLI](/cli/devices).
## Connection roles
Every Gateway WebSocket client connects with one role:
- `operator`: control-plane clients such as CLI, Control UI, automation, and
trusted helper processes.
- `node`: capability hosts (macOS, iOS, Android, headless) that expose
commands through `node.invoke`.
Operator RPC methods require the `operator` role; node-originated methods
require the `node` role.
## Scope levels
| Scope | Meaning |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `operator.read` | Read-only status, lists, catalog, logs, session reads, retained audit and execution-identity diagnostics, and other non-mutating calls. |
| `operator.write` | Mutating operator actions: sending messages, invoking tools, updating talk/voice settings, node command relay. Also satisfies `operator.read`. |
| `operator.admin` | Administrative access. Satisfies every `operator.*` scope. Required for config mutation, updates, native hooks, reserved namespaces, and high-risk approvals. |
| `operator.pairing` | Device and node pairing management: list, approve, reject, remove, rotate, revoke. |
| `operator.approvals` | Exec and plugin approval APIs. |
| `operator.questions` | Listing, reading, answering, and resolving interactive questions. |
| `operator.talk` | Creating, steering, and closing Talk sessions without general Gateway write access. `operator.write` also satisfies this scope. |
| `operator.talk.secrets` | Reading Talk configuration with secrets included. |
Unknown future `operator.*` scopes require an exact match unless the caller
already holds `operator.admin`.
## Named operator roles
Team Gateways can bind authenticated user profiles to named operator roles.
Each role combines exactly three closed policies: access to other people's
sessions, agents available for session creation and agent runs, and a maximum
set of operator scopes.
```json5
{
gateway: {
roles: {
default: "guest",
definitions: {
maintainer: {
sessions: { others: "write" },
agents: "*",
scopes: ["operator.read", "operator.write", "operator.approvals"],
},
guest: {
sessions: { others: "view" },
agents: ["guest-agent"],
scopes: ["operator.read", "operator.write"],
},
},
},
},
}
```
Use the administrator-scoped `users.setRole` Gateway method with
`{ profileId, role }` to assign a configured role; set `role: null` to clear an
assignment. Assignment changes immediately invalidate and close that profile's
active Gateway connections; reconnecting applies the current role and scope
ceiling. `gateway.roles.default` is required whenever roles are configured,
must name an existing definition, and applies to profiles without a valid
assigned role. Omitting `gateway.roles` entirely leaves solo and shared-secret
deployments unchanged.
When roles are configured, identity-authenticated operator connections do not
receive reusable device or bootstrap tokens: those tokens are not bound to a
person and could bypass the role ceiling. Device-token or bootstrap-token
authentication without a verified user identity is rejected for operator
Gateway connections and HTTP requests. Reconnect through the trusted proxy or
another supported verified identity, such as Tailscale; node connections,
shared-secret/password access, and Gateways without role configuration retain
their existing behavior.
For sessions created by other people, `sessions.others` supports these values:
- `"none"`: hides foreign sessions from lists and targeted access, filters
session-level usage to visible sessions, and denies Gateway-wide `usage.cost`
because its aggregate can include hidden sessions.
- `"view"`: allows reading but does not allow mutation, even when a session is
otherwise shared.
- `"suggest"`: allows viewing and the existing suggestion flow.
- `"write"`: allows participation in foreign sessions; draft and incognito
restrictions remain in force.
A person always owns their own sessions. Explicit session membership can raise
`"view"` or `"suggest"` access for a specific session, and connections already
holding `operator.admin` retain their administrative session access.
Set `agents: "*"` to allow session creation and agent runs on every agent, list
agent IDs to allow only those agents, or use an empty array to disallow both.
The allowlist also applies when a run targets an already-existing session.
The role's `scopes` list intersects scopes granted through connection auth,
identity grants, pairing, scope upgrades, and authenticated trusted-proxy HTTP
requests. It cannot grant scopes the connection did not already receive.
Control UI plugin grants carry the authenticated profile inside a signed
cookie; plugin HTTP requests reapply the profile's current role ceiling and
reject grants without a matching durable identity when roles are enabled.
Include `operator.admin` explicitly only when that role should retain
administrative connection authority.
Named roles apply only to connections with an authenticated durable user
profile. They organize collaboration within one trusted Gateway domain and do
not replace separate Gateways when hostile-tenant isolation is required.
Diagnostic audit methods, including `audit.run.inspect`, remain shared-domain
`operator.read` surfaces and are not filtered by session role. Likewise,
`operator.write` still authorizes Gateway-wide operations such as tool
invocation, ordinary node command relay, and other write-scoped control-plane
actions; session restrictions do not turn that scope into a per-person
isolation boundary. Use separate Gateways when mutually untrusted people must
not share diagnostics or control-plane write authority.
## Identity scope grants
`gateway.auth.identityScopes` grants operator scopes to verified user
identities from trusted-proxy auth or Tailscale WhoIs:
```json5
{
gateway: {
auth: {
identityScopes: {
"admin@example.com": ["operator.admin"],
"operator@example.com": ["operator.read", "operator.write"],
},
},
},
}
```
The key is the verified proxy identity or Tailscale WhoIs login. Email keys
match case-insensitively; non-email identities match exactly. Config validation
rejects scope names outside the closed set above.
Connection authority is resolved in this order:
1. For trusted-proxy Control UI connections, `x-openclaw-scopes` first caps
device enrollment or upgrade requests. Device authorization then establishes
the persistent scopes; a device-less session contributes no self-declared
scopes.
2. OpenClaw unions a matching server-side identity grant with those scopes.
3. OpenClaw applies `x-openclaw-scopes` to the final union as the session cap.
An absent header means no cap; a present-but-empty header yields no scopes.
4. If the authenticated profile has an effective named operator role,
OpenClaw intersects the result with that role's configured scope ceiling.
The result is used for both `hello.auth.scopes` and Gateway method
authorization. Identity grants are session-only: they do not create or modify
pairing records or request a device scope upgrade. Token, password, and no-auth
connections carry no verified identity and receive no grant.
Identity grants apply only to `operator`-role connections; `node`-role connections never receive them.
## Method scope is only the first gate
Each Gateway RPC has a least-privilege method scope that decides whether a
request reaches its handler. Params-aware methods derive that scope before
dispatch so authorization failures have one canonical structured response:
- `agent` needs `operator.write` for ordinary turns and `operator.admin` for
`/new` or `/reset` session lifecycle commands.
- `node.invoke` needs `operator.write` for ordinary relay commands and
`operator.admin` when relaying `browser.proxy`, `browser.proxy.upload.v1`,
`fs.listDir`, or `terminal.upload` to a node.
- The top-level `fs.listDir` RPC needs `operator.write` for Gateway-host
requests and `operator.admin` when `nodeId` targets a node. Its handler limits
non-admin Gateway-host browsing to configured agent workspaces.
- `sessions.create` needs `operator.write` for ordinary creation, including a
`projectId`, and `operator.admin` for incognito sessions or any `execNode`
request. For non-admin callers, the handler limits `cwd` to configured agent
workspaces; `projectId` cannot be combined with `cwd` or `execNode`.
- `environments.list` needs `operator.read`. Session placement methods derive
their scope from the requested target before schema validation:
`sessions.dispatch` needs `operator.write` for `deviceId` and
`operator.admin` for `profileId` or a target-less
`cloudWorkers.projectProfiles` lookup; `sessions.move` needs `operator.write`
for Gateway or device targets and `operator.admin` for profile targets;
`abandonSource: true` remains `operator.write` but is schema-valid only with
a Gateway target and runtime-valid only for an exact offline device source;
`sessions.reclaim` remains `operator.write`. Malformed dispatch params or a
malformed move target use `operator.write` so the handler can return the
precise schema error. All three methods retain session ownership,
participation, and commit-time revalidation fences. `operator.read` alone
cannot start, stop, or move a session. Cloud profile allocation and mutation,
pairing and Connect machine, raw `environments.create` or
`environments.destroy`, incognito sessions, direct `execNode` execution, and
arbitrary host or node paths remain `operator.admin`.
- `worktrees.branches` needs `operator.write`. Its handler limits non-admin
callers to workspace-contained paths or registered-project roots; other host
paths require `operator.admin`.
- `talk.config` needs `operator.read`; `includeSecrets: true` also needs
`operator.talk.secrets`.
- `talk.client.*`, `talk.session.*`, `talk.speak`, and `talk.mode` need
`operator.talk` (or the compatible broader `operator.write`).
- `sessions.patch` needs `operator.write` for session organization fields and
the per-session `model` override. Other runtime overrides, including
thinking, fast, verbose, trace, and reasoning levels, need `operator.admin`.
Persisting a selected model as the configured agent default is also
admin-only.
Project RPCs use these scopes:
| Method | Required scope and additional gate |
| -------------------------------------- | --------------------------------------------------------------------------------------------- |
| `projects.list` | `operator.read`; only callers satisfying `operator.write` receive `repoRoot` and `originUrl`. |
| `projects.add` | `operator.write` and the `controlPlaneWrite` method flag. |
| `projects.register`, `projects.remove` | `operator.admin`. |
| `projects.searchRemote` | `operator.read`. |
Some handlers then apply stricter checks based on the concrete thing being
approved or mutated:
- `device.pair.approve` is reachable with `operator.pairing`, but approving an
operator device can only mint or preserve scopes the caller already holds.
- `node.pair.approve` is reachable with `operator.pairing`, then derives extra
approval scopes from the pending node's declared command list.
- `chat.send` is a write-scoped method, but the `/config set` and
`/config unset` chat commands require `operator.admin` on top of that,
regardless of the caller's chat-send scope.
This lets lower-scope operators perform low-risk pairing actions without
making all pairing approval admin-only.
Session mutation RPCs are authorized by their negotiated operator scopes,
independent of the connecting client's `client.id` or `client.mode`. Client
identity can still affect connection and device-auth policy, but it neither
grants nor removes session mutation authority.
`audit.run.inspect` intentionally uses `operator.read`. Every client with that
scope in a Gateway operator domain may receive the retained execution-identity
context, including bounded pseudonymized references and secret-redacted display
labels. `operator.read` is not a per-user or hostile multi-tenant privacy
boundary. Operators who must keep this data separate need separate Gateway
trust domains.
## Device pairing approvals
Device pairing records are the durable source of approved roles and scopes.
An already-paired device does not get broader access silently: a reconnect
that asks for a broader role or broader scopes creates a new pending upgrade
request.
A connected limited Control UI can file that same pending request through its
**Request admin** banner without attempting a broader reconnect. The banner can
collapse into a persistent **Limited access** chip that reopens the action. The request is
bound to the signed device identity on the live connection. Approval still
comes from `device.pair.approve` and therefore requires `operator.pairing` plus
authority for every requested scope. After approval rotates the operator token,
the Gateway returns the new token only to that device's live waiter; the browser
stores it before reconnecting. Canceling the wait or disconnecting before
approval falls back to the ordinary pairing repair flow on the next connection.
The explicit exception is the administrator-capable Control UI owner profile
issued directly on the Gateway host by `openclaw dashboard` or graphical
onboarding. Its short-lived, single-use bootstrap can approve the exact closed
scope set for a fresh browser or upgrade an existing limited credential only
when it binds to that same signed browser keypair. Generic Control UI and
Telegram handoffs, mobile setup profiles, shared credentials, locality, and
caller-selected scopes do not receive this exception.
Approving a device request:
- A request with no operator role does not need operator scope approval.
- A request for a non-operator device role (for example `node`) requires
`operator.admin`, even though `device.pair.approve` itself only needs
`operator.pairing`.
- A request for `operator.read`, `operator.write`, `operator.approvals`,
`operator.questions`, `operator.pairing`, `operator.talk`, or
`operator.talk.secrets` requires
the caller to already hold that scope, or `operator.admin`.
- A request for `operator.admin` requires `operator.admin`.
- A repair request with no explicit scopes can inherit the existing operator
token's scopes; if that token is admin-scoped, approval still requires
`operator.admin`.
Non-admin shared-secret and trusted-proxy sessions can only approve
operator-device requests within their own declared operator scopes; approving
non-operator roles is admin-only even when those sessions can otherwise use
`operator.pairing`.
For paired-device token sessions, management is self-scoped unless the caller
has `operator.admin`: a non-admin caller sees only its own pairing entries, and
can approve, reject, rotate, revoke, or remove only its own device entry.
## Node pairing approvals
`node.pair.*` capability approvals are stored on the paired device record in
the shared SQLite pairing store. Gateways migrate any remaining entries from
the retired standalone `nodes/paired.json` store into those records once at
startup. See [Gateway pairing](/gateway/pairing) for details.
`node.pair.approve` derives extra required scopes from the pending request's
command list:
| Declared commands | Required scopes |
| ----------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------- |
| none | `operator.pairing` |
| ordinary node commands | `operator.pairing` + `operator.write` |
| `system.run`, `system.run.prepare`, `system.which`, `browser.proxy`, `browser.proxy.upload.v1`, `fs.listDir`, or `system.execApprovals.get/set` | `operator.pairing` + `operator.admin` |
Here, `fs.listDir` is the node command declared for relay through `node.invoke`,
not the top-level Gateway RPC described above.
Approving a node declaration records its command surface. For `computer.act`,
the node advertises that surface only after Computer Control is enabled locally;
once the pairing update is approved, invoking it through `node.invoke` requires
write scope but not admin scope for each action. Commands classified as
dangerous or privacy-heavy still require a persistent
`gateway.nodes.commands.allow` entry in addition to pairing.
Node pairing establishes identity and trust; it does not replace a node's own
`system.run` exec approval policy.
## Shared-secret auth
Shared gateway token/password auth is treated as trusted operator access for
that Gateway. OpenAI-compatible HTTP surfaces, `/tools/invoke`, and HTTP
session-history endpoints restore the full default operator scope set for
shared-secret bearer auth, even if a caller sends narrower declared scopes.
Identity-bearing modes, such as trusted proxy auth or private-ingress `none`,
can still honor explicit declared scopes. Use separate Gateways for real trust
boundary separation.